Top retirement plans for business owners (SEP, solo 401k) financial advisors in Scottsbluff, NE

Samuel Bradley is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2019, he worked at Team Chevrolet and Luikens Well and Pump. Outside of finance, he is involved in horse training, specializing in starting and preparing colts for market. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and supports its services with affiliated mutual funds, tax-efficient offerings, and securities-based lending.

Brandy Reichert is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2022. Prior to this, she worked at Edward Jones for 12 years. Outside of her advisory role, she is involved as Vice President of Eric Reichert Insulation and Construction Inc and holds ownership interests in several local businesses, including a Wich Which restaurant franchise. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent advisers who deliver tailored investment solutions through multiple managed account platforms and employs diverse analytical approaches in its fiduciary services.

Troy Hilyard is a financial advisor at MBE Wealth Management, LLC with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining MBE Wealth Management, he worked at E & H Certified Public Accountants & Management Consultants and Fred A. Lockwood & Co., PC. Outside of his advisory role, he is a partner at MBE CPAs, a certified public accounting firm, and is also a licensed insurance agent. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term oriented portfolios using low-cost mutual funds and ETFs, individual securities, and independent managers, employing both fundamental and technical analysis while offering comprehensive financial planning and fiduciary services.

Bradley Childs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cambridge since 2011 and has operated as a self-employed advisor since 1993. Childs serves as a board member of Advancing Technology Sub Chapter S Corp and is involved in nonprofit work as the Hospital Chairman for the Panhandle Shrine Club, assisting families of disabled children. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.

Robert Findley is a CFP® professional with 36 years of industry experience. He is currently with LPL Financial and has previously worked at Securities America Advisors and First State Bank. He also serves as a trustee for the Bullock Trust and holds a financial institution duty role at Riverstone Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of programs including financial planning, model portfolios, and institutional platforms, supported by advanced tools and a broad network of investment adviser representatives.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.